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Invite users and manage user access

Tom Santiago
Updated

The Celigo platform enables you, as an owner or admin, to authenticate and authorize users for enhanced security and a better experience.

Authenticate users

You can streamline the sign-in process and ensure that users of your account have security protocols in place.

Admins – invite users & assign permissions

You can invite users to an account with different roles and permissions.

Grant invitation permission to non-admins

You can enable the Invitations feature to grant invitation permission to non-admins and authorize them to invite others to an integration. It's enabled, by default, in new accounts.

The Invitation permission can be very helpful for collaboration and efficient integration management. Non-admins with

  • monitor role in an integration can invite others to the integration with similar (monitor) permissions.

  • manage role in an integration can invite others to the integration with less than or equal (monitor or manage) permissions.

If it's not enabled in your account (that is, grayed out), you can enable it. To enable the Invitation feature in an account:

  1. At the top right of the Celigo platform, click your profile picture (avatar) to view the account settings.

    ProfileMenu.png

  2. Click Security in the list.

  3. In the left pane of the Security tab, click Invitations.

    invitations-option.png

  4. Enable Invitations.

    enable-invitation.png

When the Invitations feature is

  • Enabled: Non-admins can invite new users from the Errors list. Also, they can invite new users from the Users tab in an integration.

  • Disabled: Non-admins cannot assign errors or invite new users from the Errors list. Also, the Invite users option in the Users tab in an integration is not shown.

Non-admins/admins – invite users to an integration

Non-admins/admins can invite users to an integration from the Users tab on the Integration page. (Admins can add users at the account level or integration level.)

invite-users-integration.png

  1. Click an integration on the Celigo platform home page.

  2. In the integration settings, click the Users tab.

  3. Click +Invite user.

  4. In the Invite user form, search and select an existing user, or add a new user.

  5. Select the user role, either Monitor or Manage.

  6. If you'd like to secure access to the integration, then enable MFA for users.

  7. Click Save.

    Tip

    After the user is listed, you can click Actions and Manage user to modify permissions.